Fortem Financial Group’s Farmland Partners FPI Stock Holding History

Fortem Financial Group’s Portfolio FPI Stock Details FPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100,000	Closed	-$1.11M	–	181
2025 Q1	$1.11M	Hold	100,000	–	–	0.43%	69
2024 Q4	$1.18M	Hold	100,000	–	–	0.46%	62
2024 Q3	$1.04M	Hold	100,000	–	–	0.43%	75
2024 Q2	$1.15M	Hold	100,000	–	–	0.5%	66
2024 Q1	$1.11M	Sell	100,000 -41	-0%	-$461	0.49%	71
2023 Q4	$1.25M	Buy	+100,041	New	+$1.16M	0.62%	49
2021 Q1	–	Sell	-5,552	Closed	-$48K	–	261
2020 Q4	$48K	Buy	+5,552	New	+$42K	0.03%	244
2020 Q3	–	Sell	-20,314	Closed	-$139K	–	147
2020 Q2	$139K	Buy	+20,314	New	+$133K	0.11%	120
2019 Q1	–	Sell	-10,000	Closed	-$45K	–	143
2018 Q4	$45K	Buy	+10,000	New	+$62.5K	0.05%	125

Other funds holding FPI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortem Financial Group's FPI Position: Q2 2025 in Review

Fortem Financial Group sold out of Farmland Partners (FPI) in Q2 2025, closing a stake of 100,000 shares — an estimated $1.11M sold.

Fortem Financial Group first reported a position in FPI in Q4 2018 and held it in 9 quarters. The position peaked at $1.25M in Q4 2023. 193 funds tracked by Wall St. Rank hold FPI as of Q2 2025.

Fortem Financial Group reported no remaining Farmland Partners position as of Q2 2025 after selling out during the quarter.
Fortem Financial Group sold 100,000 Farmland Partners shares in Q2 2025, an estimated $1.11M.
Fortem Financial Group first reported a position in Farmland Partners in Q4 2018 and held it in 9 quarters.
Fortem Financial Group's Farmland Partners position peaked at $1.25M in Q4 2023.
193 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.